iShares S&P 500 Index shares owned by Strategic Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Financial Planning
from 13F filings
Historical chart of Strategic Financial Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $769k | 1.1k | 669.02 |
| 2025-06-30 | $713k | 1.1k | 620.64 |
| 2025-03-31 | $645k | 1.1k | 561.66 |
| 2024-12-31 | $676k | 1.1k | 588.43 |
| 2024-09-30 | $663k | 1.1k | 576.58 |
| 2024-06-30 | $629k | 1.1k | 547.00 |
| 2024-03-31 | $604k | 1.1k | 525.51 |
| 2023-12-31 | $549k | 1.1k | 477.43 |
| 2023-09-30 | $493k | 1.1k | 429.25 |
| 2023-06-30 | $512k | 1.1k | 445.52 |
| 2023-03-31 | $472k | 1.1k | 410.91 |
| 2022-12-31 | $441k | 1.1k | 384.05 |
| 2022-09-30 | $412k | 1.1k | 358.57 |
| 2022-06-30 | $435k | 1.1k | 378.59 |
| 2022-03-31 | $521k | 1.1k | 453.44 |
| 2021-12-31 | $548k | 1.1k | 476.94 |
| 2021-09-30 | $495k | 1.1k | 430.81 |
| 2021-06-30 | $494k | 1.1k | 429.94 |
| 2021-03-31 | $457k | 1.1k | 397.74 |
| 2020-12-31 | $431k | 1.1k | 375.11 |
| 2020-09-30 | $386k | 1.1k | 335.94 |
| 2020-06-30 | $361k | 1.2k | 309.87 |
| 2020-03-31 | $301k | 1.2k | 258.37 |
| 2019-12-31 | $380k | 1.2k | 322.85 |
More positions owned by Strategic Financial Planning
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